Organisations

To manage Organisations, navigate to the Directory page and click Organisations in the sub menu or click here.

From this page, you can create a new Organisation by clicking Create Organisation. You can also search by Organisation Name or use the filter icon to narrow your results by Address, Tags, or Organisation Type.

You can also hover over the the Name, Phone, and Email of each Organisation to access the copy function.

Creating Organisations

Within the Organisation Details form, you should enter as much detail as possible. All fields and their purpose are outlined below;

Name

The official name of the Organisation.

Type

The type of Organisation - this can be used for filtering.

Website

The Organisations website (if available).

ABN

Australian Business Number.

Organisation Contact Details

Include the Organisations main contact email, phone and mobile number.

NDIS Registration

Record if this Organisation is NDIS registered or not - this is helpful when connecting Participants to Organisations for supports. If you select this box, another field will appear for you to enter the NDIS Registration Number.

Additional Information

Record any relevant information about the Organisation in this space.

Updating the Address

Click on Update Address — you can utilise the Address Lookup, or enter the details manually, then click on Update Address.

Viewing Organisation Profiles

Select an Organisation to open their profile. Each Organisation profile includes the following tabs:

• Overview

• Contacts

• Participants

• Documents

Overview

The Overview tab displays all key details for the Organisation, including contact information and any associated Tags (learn more about Tags here).

Contacts

The Contacts tab lists all Contacts linked to the Organisation. For example, you may link Occupational Therapists, Physiotherapists, or Admin Staff to the Organisation they work for to make searching and Participant connection easier.

You can search for specific Contacts in the search bar, or click on Create Contact to add a new Contact at the Organisation (see more in Contacts).

To view a Contacts profile, simply select them from the list.

Participants

The Participants tab shows all Participants directly linked to the Organisation. For more information on linking Contacts to Participants, refer to the Contacts guide.

You can search for Participants linked to the Organisation in the search bar, use the filter icon to narrow results to Tags, and you can open the Participant profile by selecting them from the list.

Documents

The Documents tab displays all documents uploaded to the Organisation. You can assign Categories to Documents — such as Flyers, Compliance, or Referral Forms — to help with filtering and organisation. There's more on Document Categories here.

To upload a new document:

1. Click Upload Documents.

2. Select the file and assign a Category (optional). Then click Upload.

The uploaded Document will appear under All Documents. Use the three-dot menu to View, Download, or Delete the Document.

Clicking anywhere on the Document row will open it for viewing. Within the Document view, you can edit the file name, assign a Category, or select Actions for additional options:

• Email History

• Archive

• Delete

• Audit Trail

You can also download the Document from this screen.

Use the search bar or the filter icon on the Documents page to locate Documents by Status (e.g., Archived), Categories, or File Type.